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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

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Want to increase the SP, and change the narrative? Introduce a product that will create excitement and have nice thick margins. Oh, like a new Model 3 Performance variant. Active Suspension? There will be a waiting list for this car, there goes the "EVs not selling" mantra....................................................................................I question what is the future of Model S, without an expensive new gen.

"Three drives modes: Chill, Sport, Insane. (Not ludicrous?) "

I don't remember how the performance Model S evolved...but it would be interesting if the new Model 3 Performance came standard with "insane" and had an available software upgrade to enable ludicrous.

Hmmm...and that brings up another possibility.

IIRC, the EV tax credit for a sedan caps at $55K, but that limit doesn't include software upgrades. *IF* this M3 Performance has US-made batteries, they could price it at $54,999 with insane mode...and then have an available option to update to Ludicrous but still maintain tax credit eligibility. Add in some FSD (also a software option), and this could be quite a profitable vehicle. Of course, that's all *IF* Tesla has some US-made batteries for it.

...and, at least based on the latest hints at Cybertruck and Cybercell production, it does seem like the 4680 production might be a bit ahead of the Cybertruck production. I haven't seen hints that the Model 3 is being upgraded to front/rear castings...so maybe excess 4680's go into structural Model Y packs, and maybe that frees up some Nevada-made 2170's for M3 Performance?
 
Want to increase the SP, and change the narrative? Introduce a product that will create excitement and have nice thick margins. Oh, like a new Model 3 Performance variant. Active Suspension? There will be a waiting list for this car, there goes the "EVs not selling" mantra....................................................................................I question what is the future of Model S, without an expensive new gen.

Awwww fiddlesticks! So much for my stupid theory M3L to be built in Austin; It appears still Fremont! So then, what is with the M3s stacking up in the production lots of Austin?
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YouTube should have order(s) of magnitude more of such data
That's a fair point. I was thinking in terms of social media text-based interactions/conversations. Video is entirely a different story. It will be interesting to see if YouTube maintains this lead over X in the long run as the platform welcomes more content creators.

Monetheless, I think the general thrust of my message stands. Elon's purchase of Twitter was brilliant for many reasons - the training of Grok is foremost.
 
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And yet consumers electricity prices at least as far as I know in Germany are high.

Here in California they jacked up electricity prices for off peak from 17 cents to 36 cents over the last 5 years with further raises already on the road map.

That's one way to make sure consumers don't benefit from doing the right thing.
German consumer electricity price: blue=base price and yellow=cheapest available price. Everybody has free choice and the trend is clear. Switching off nuclear power in April 2023 and pushing renewable energy wherever possible is the key.
 

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The chart colors are the same colour because I was too lazy to properly configure the chart. You can configure your own on Explore — Elia Open Data Portal
It’s actually very nice that Elia (the Belgian grid operator) exposes all kinds of data for free to the public. I wrote my own smart charging software using those predictions.
I’m not a nuclear power plant specialist, so I can’t explain why it’s not possible to switch off nuclear power plants, but apparently it is (either for technical or economical reasons).
The cheapest way to take advantage of such a situation is demand steering, but it is still a relatively unknown area for EV owners. If you have a Tesla it’s just some software, even if you have a dumb home charger. The not so cheap way is using batteries, and for the moment on a home scale it’s hard to justify economically. But on a grid scale we’re installing a lot of batteries in the near future.
I don't know all the technical details either, but I have also read that it's not so easy to throttle most types of base load plants.

There have even been cases where utility companies pay a factory to leave their machines running in order to take extra load off the grid.

BTW, a fantastic book on the subject of the power grid is "The Grid: The fraying wires between Americans and our energy future" by Gretchen Bakke. It's weird that something so seemingly mundane could be so incredibly interesting. Or maybe I'm just weird. It's one of my favorite books.
https://www.amazon.com/Grid-Fraying-Between-Americans-Energy-ebook/dp/B01DM9Q6CQ
 
That Tweet appears to be a false assumption followed by a list of current pricing to me. I'm familiar with UK pricing and they haven't changed it at all. And it appears pricing in Germany is exactly the same today as it was on March 3rd, for example (https://web.archive.org/web/20240303210334/https://www.tesla.com/de_DE/modely/design#overview).
I think web archive might be running the code on the website and giving current prices
According to this article, Germany SR Y was cut to 42,990 Euro on 1/17, and today it's 44,990 euro
 
"Three drives modes: Chill, Sport, Insane. (Not ludicrous?) "

I don't remember how the performance Model S evolved...but it would be interesting if the new Model 3 Performance came standard with "insane" and had an available software upgrade to enable ludicrous.
The Original 2014 Model S P85D had Insane. Early in 2015, I don’t recall the date, Ludicrous became an option by changing to a SpaceX designed proprietary Inconel fuse. IIRC it cost $5,000 initially. I bought it immediately for mine. It not only gave higher performance, but also in my case at least, cu energy consumption by an appreciable amount. Of course that became the Performance norm later on.

As I recall that fuse by being far more accurate and responsive, allowed better thermal management. A big deal at the time.

Someone here must have the technical information. FWIW that was the first Tesla I owned.
 
I am not worried about them being a threat to Tesla. I am worried about them not being a threat to legacy ICE car makers, who become comfortable doing only hybrids. I hope Tesla gives some friendly advice on how to become profitable.
Elon did, he told Rivian execs to cut costs massively and live in the factory or they will die.
 
A few more more Model 3 thoughts after almost two weeks

Only “fault” I’ve found so far is on the sound system, something is lacking, and while I don’t have my measurement gear at hand, with a few test tones I can tell that the response goes from 40 Hz to ~14 kHz, that is not enough, specially of the high end for me, while older persons can’t hear that far usually, it definitely makes a difference and brings sparkle and life to the music

My conclusion is that it’s really good, I’ve been enjoying songs I knows for years all over again and finding new details in many, but if it were my Model 3 first thing I would do is pop off both the sub and tweeter to measure and see if it’s a drivers or processing limitation, the first they can easily be swapped

But irrelevant now that we have Highland, gonna try to test drive one this week and do the same tests

Had a lot of fun on more mountain passes today, praying to not getting any snow since it’s in the summerest of the summer tires

Cheers to all

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After the past few years of Elon being super optimistic about FSD timelines, its really hard not to laugh at his "feature complete in a few months" comment here!

It will be interesting to see how FSD v12.4 turns out though. The jump from 12.2 to 12.3 has been incredible, if that rate of progress continues then I have to admit he might be correct this time. Maybe. Possibly. Hopefully. LOL! 😂

Feature complete can mean a lot of different things. For instance, I doubt that FSD will know how to pick up robotaxi passengers in a few months. I even doubt it will be able to pull into my driveway and back into the garage. And it definitely won't know which side to park on for access to my charger.

I think by feature complete, Elon just means that all the features promised on the order page will basically "be there". That's certainly possible in a few months.

Per Elon, FSD is complete. So clearly the bar has been raised much higher than his comments from 2019 would suggest. He appears to be back-peddling in that quote as there were plenty of hints he was highly speculating with his word choices - "some chance", "doesn't mean", "above zero chance", "maybe"...

Today, IMO, feature complete means that it could be used as a robotaxi, assuming the proper system and safeguards were added on. That's what "a few months out" means now. (Except parking may still be a problem in the future, and it will always be until everyone is autonomous!)

I do wonder if we'll be able to teach it to park special in our garage with one-button learning, and as simple as a memory preset on the radio. It's just another path to calculate, but that may need a front camera or sonar. I don't think this is required though (Edit: for FSD complete) but do believe it's possible.

I know this discussion has passed, but considering all of these semantics regarding feature complete, I did want to point out that (this time) Elon didn't mention anything about feature complete. Whole Mars was the one that interpreted what Elon said to mean feature complete. Here's the timeline of what was said on X:

1. Dave Lee says: "Tesla FSD is going to get bonkers when it can back out of a parking spot in a busy parking lot, drive to your destination, and then park at your destination’s parking lot."

2. Elon says: "Probably only a few months"

3. Whole Mars Blog says: "FSD will probably be feature complete within a few months"
 
This is the hardest traffic circle in NE Ohio, perhaps all of Ohio.

Lander Circle is 3 lanes, unmarked with a bus stop IN the circle (N.E.), 5 roads from the N.,S.,E.,W.&S.E. A gas station entrance(N.W.), a church entrance (S.W.), a bank entrance(S.E.), and a grocery store entrance (N.E.). It's hectic in the day time.

V11 (every version) was not fit to handle it more than every once in awhile, and it wasn't chill. Just imagine what happened when I took V12.3 through it FIVE consecutive times. Ladies & Gentlemen, I am thoroughly convinced V12.3 did better than most any human. I would describe it as confident, effortless, and if it continues to act as it did in the circle today...dare I saw...flawless!
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Looks like a new milestone has been hit. "More Cybertrucks than Model Ys in the shipping lot today and more in waiting."

Unfortunately, you will have to click over to YouTube if you want to see for yourself.

I think the model Y production level is higher, but there may have been a "burst rate" of Cybertruck production this week.

One factor could have been Cybertrucks queuing up for Supercharging at the 64 new Superchargers towards the end of the working week, now those charged up Cybertrucks are in the outbound lot.

I will not be surprised if they add some more Superchargers over on the west side.

The other likely factor is that Model Ys need to travel by train and hence they had logistics priority.

So I think many of these Cybertrucks can only be delivered before end of month if they don't travel far, that means Texas and nearby states.

Or alternatively some loading up of the pipeline to unwind the Cybertruck wave might occur, If they are being shipped for that purpose a few days delay doesn't overly matter.

I think they will do a pretty good job of catching up on Cybertruck logistics over the weekend, one of the more interesting things to look out for in the videos is how many cars form the previous week are 'left over" at the start of Monday,
 
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I think the model Y production level is higher, but there may have been a "burst rate" of Cybertruck production this week.

One factor could have been Cybertrucks queuing up for Supercharging at the 64 new Superchargers towards the end of the working week, now those charged up Cybertrucks are in the outbound lot.

I will not be surprised if they add some more Superchargers over on the west side.

The other likely factor is that Model Ys need to travel by train and hence they had logistics priority.

So I think many of these Cybertrucks can only be delivered before end of month if they don't travel far, that means Texas and nearby states.

Or alternatively some loading up of the pipeline to unwind the Cybertruck wave might occur, If they are being shipped for that purpose a few days delay doesn't overly matter.

I think they will do a pretty good job of catching up on Cybertruck logistics over the weekend, one of the more interesting things to look out for in the videos is how many cars form the previous week are 'left over" at the start of Monday,
Chuck Cook got his Dual Motor Foundation Cybertruck yesterday (the 22nd) in Florida because someone declined their order. He only got notified of the vehicle on the 20th and that's in southern FL so they must be shipping them around pretty far.